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Invesco S&P 500 Revenue ETF
RWL

253 hedge funds and large institutions have $3.76B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 110 increasing their positions, 65 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 17

69% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 65

36% more capital invested

Capital invested by funds: $2.77B → $3.76B (+$991M)

5.16% more ownership

Funds ownership: 66.19% → 71.35% (+5.2%)

5% more funds holding

Funds holding: 242 → 253 (+11)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
253
Holders Change
+11
Holders Change %
+4.55%
% of All Funds
3.39%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
31
Increased
110
Reduced
65
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
Invesco
Georgia
+$669M
2
Ameriprise
Ameriprise
Minnesota
+$99.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$86.1M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$30.9M
5
Osaic Holdings
Osaic Holdings
Arizona
+$29M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
-$21.7M
2
Stifel Financial
Stifel Financial
Missouri
-$19.9M
3
IPA
Investment Planning Advisors
Georgia
-$12M
4
Morgan Stanley
Morgan Stanley
New York
-$9.85M
5
KDA
Kraft Davis & Associates
Missouri
-$8.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
101
Simplicity Wealth
New Jersey
$1.77M +$325K +3,213 +22%
KA
102
Kovack Advisors
Florida
$1.77M +$35.4K +350 +2%
IP
103
Ignite Planners
California
$1.75M +$1.81M +17,941 New
GSWM
104
Golden State Wealth Management
California
$1.63M +$933K +9,238 +129%
PFS
105
Prospera Financial Services
Texas
$1.54M -$9.6K -95 -0.6%
CIA
106
Concurrent Investment Advisors
Florida
$1.54M +$785K +7,771 +101%
EGA
107
E&G Advisors
Texas
$1.42M +$73.2K +725 +5%
RSF
108
Rik Saylor Financial
Ohio
$1.28M +$103K +1,023 +9%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$1.26M -$23.2K -230 -2%
HP
110
Holistic Planning
Texas
$1.25M +$1.27M +12,581 New
GVAG
111
Great Valley Advisor Group
Delaware
$1.24M +$95.9K +949 +8%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$1.22M +$389K +3,848 +46%
SPIA
113
Steward Partners Investment Advisory
New York
$1.2M +$17.8K +176 +1%
EAM
114
Empirical Asset Management
Massachusetts
$1.19M – – –
DAS
115
Dynamic Advisor Solutions
Arizona
$1.16M -$12.1K -120 -1%
LFAS
116
Level Four Advisory Services
Texas
$1.04M -$10.4K -103 -1%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$1.01M +$402K +3,980 +64%
Fiera Capital (Canada)
118
Fiera Capital (Canada)
Quebec, Canada
$1.01M – – –
Comerica Bank
119
Comerica Bank
Texas
$999K +$205K +2,032 +25%
MFG
120
MTM Financial Group
Pennsylvania
$989K +$225K +2,229 +29%
AWM
121
Apollon Wealth Management
South Carolina
$945K +$961K +9,514 New
KFP
122
KMG Fiduciary Partners
Ohio
$934K -$5.46K -54 -0.6%
CCA
123
Cora Capital Advisors
New Jersey
$933K – – –
SCA
124
Snowden Capital Advisors
New York
$876K +$44.9K +444 +5%
AG
125
AmeriFlex Group
Nevada
$873K +$800K +7,918 +913%
3 4
5
6 7

RWL Hedge Fund Activity: Q1 2025 in Review

253 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Revenue ETF (RWL) for Q1 2025, worth a combined $3.76B — up 36% from $2.77B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new RWL positions and 17 closed out — a net gain of 14 holders — while 110 added to existing stakes and 65 trimmed.

The largest buyer was Invesco, adding an estimated $669M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $21.7M sold.

  • 253 institutional investors held Invesco S&P 500 Revenue ETF (RWL) as of Q1 2025, up from 242 in Q4 2024.
  • Funds reported $3.76B of Invesco S&P 500 Revenue ETF stock for Q1 2025, up 36% quarter-over-quarter.
  • 31 funds opened new Invesco S&P 500 Revenue ETF positions in Q1 2025 and 17 closed out, a net change of +14 holders.
  • The largest Invesco S&P 500 Revenue ETF buyer in Q1 2025 was Invesco, an estimated $669M added.
  • The largest Invesco S&P 500 Revenue ETF seller in Q1 2025 was Independent Advisor Alliance, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2025.